Cfa Society Washington Dc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 237360649 ✦ Washington, DC ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Washington Dc?

Cfa Society Washington D.C. is a nonprofit organization situated in the heart of the nation's capital. Its primary objective is to foster connections within the investment profession, encouraging both aspiring and established professionals, as well as the local community. The society achieves this through a variety of initiatives, such as professional development workshops and networking events. By advocating for ethical practices and promoting career opportunities, Cfa Society Washington D.C. plays a significant role in the vibrant and expanding Washington investment scene. With a modest workforce of five individuals, the organization is dedicated to supporting its members' professional growth and cultivating an active, engaged community within the field.


Official website here: www.cfadc.org

Is Cfa Society Washington Dc legitimate?

Cfa Society Washington Dc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Washington Dc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $159,298
Professional Fundraising Fees: $0
Other Salaries and Wages: $230,097

For more financial information, click here


Official website here: www.cfadc.org

What is the mission statement of Cfa Society Washington Dc?

The Cfa Society Washington D.C. is committed to promoting the professional success of its members and fostering a dynamic, engaged community. By facilitating various activities such as professional development and networking events, the society connects its members with the investment profession and the wider community. In the Washington investment scene, the society plays a crucial role, advocating for ethical practices and providing opportunities for career advancement for its members.


Official website here: www.cfadc.org

Who is the CEO of Cfa Society Washington Dc?

Bill Scott is the Chair of Cfa Society Washington Dc. The CEO's salary of Cfa Society Washington Dc is $183,248 and their total compensation is $192,215.


Official website here: www.cfadc.org

What is the revenue of Cfa Society Washington Dc?

Cfa Society Washington Dc's revenue in 2022 was $721,202.


Official website here: www.cfadc.org

Who are the executives of Cfa Society Washington Dc and what are their salaries?

The average compensation at Cfa Society Washington Dc during 2022 was $77,879. There are 5 employees and 20 volunteers at Cfa Society Washington Dc.


Here are 11 key members and their salaries (Cfa Society Washington Dc's CEO's salary is $183,248 and their total compensation is $192,215):


Julie Dellinger (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Malone (Immediate Past Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Holly (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tom Selman (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anthony Marrelli (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Braverman (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Juan Echeverri (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christine Song (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Victor Krasij (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryan Torguson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bill Scott (Ceo)
  • Compensation: $183,248
  • Related: $0
  • Other: $8,967


Official website here: www.cfadc.org

Where can I find the form 990 for Cfa Society Washington Dc?

Cfa Society Washington Dc's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.cfadc.org

Learn more at the official website: www.cfadc.org

Mission Statement of Cfa Society Washington Dc

The Cfa Society Washington D.C. is dedicated to promoting the professional growth of its members and fostering a dynamic, engaged community. This esteemed organization aims to achieve this mission by connecting its members with like-minded individuals, prospective professionals, and the broader community through various activities. By hosting professional development events and networking opportunities, the Cfa Society Washington D.C. plays a significant role in advocating for ethical practices in the Washington investment community. Furthermore, the society works to facilitate career advancement for its members, acting as a crucial bridge between professionals and potential employment opportunities.

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Impact




October, 2024

CFA Society Washington DC significantly impacts the professional landscape for finance and investment professionals in the region. By advancing members' professional success, the society fosters a vibrant and engaged community that connects individuals across the investment sector. Through a wide range of professional development and networking events, members have opportunities to enhance their skills, share knowledge, and build valuable relationships.

The society is instrumental in advocating for the highest ethical practices within the investment community, ensuring that members uphold integrity in their professional conduct. This commitment to ethics not only elevates the standards of the profession but also enhances public trust in the financial industry. Additionally, by promoting career opportunities for its members, CFA Society Washington DC helps shape the future of the investment profession, nurturing a pipeline of talent equipped to navigate the complexities of the market.

Overall, the society plays a crucial role in both personal and professional growth for its members, while also contributing to the broader economic health of the Washington investment community. Through education and community engagement, it continues to create a positive impact in the industry.




This information is meant to be a general summary of Cfa Society Washington Dc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$721,202 (2022)
Expenses
$853,004 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $33,156
  • Program Service Revenue: $609,617
  • Gross Receipts: $721,202

Assets and Liabilities:

  • Total Assets: $712,487
  • Total Liabilities: $130,494
  • Net Assets: $581,993

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

Membership dues

Revenue

$236,338

Sponsorships

Revenue

$208,555

CFA Institute operational funding

Revenue

$122,765

Professional education/networking

Revenue

$41,959

Organization Details

Founding Year

1967

Principal Officer

Bill Scott

Main Address

1401 New York Ave NW 330, Washington, DC, 200052102

NTEE Category

Code: B03 - Education

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